Order Center Configuration

Pepperi's new Order Center

To enable the new Order Center on iPads see: Enable new Order Center (for iPhones and Android devices the new Order Center is already enabled)

Complete control over views per Transaction Type

The new configuration gives you complete control over the different order center views. You may add an unlimited number of fields to each view.

A notable difference is that scrolling between catalog pages is now done vertically and not horizontally. This allows for quicker navigation, as it is sensitive to scrolling speed. You can define the layout of the thumbnail view, the image size, the positioning and size of images and fields.

Configurations are now possible per Transaction Type allowing for different display of fields in each view depending on the need of a specific transaction. For example, you may hide pricing information for a quotation, or you may configure in-order stocktaking right inside the order center for a replenishment order. The new configuration allows for greater flexibility.

Once enabled, all settings from the Pepperi Web Admin will appear on the users device (iPhones automatically use the new configuration format).

Configure Order Center Views per Transaction Type

Go to Settings -> Transaction Types -> <Transaction name you wish to edit, the default name is "Sales Order">

In the Views and Forms tab open the “Order Center Views” section.

Each view is configurable per profile (Rep, Admin, Buyer, or other you may have).

The actual configuration is done in a grid. Position the available fields in the grid and stretch them to the size required. The quantity of fields is unlimited.

Click the pencil (edit) icon next to each field to configure its label and orientation:

Editable fields in the Gridline View

When you are taking orders, many times prices, discounts, remarks, and other fields require sales rep editing before the order is submitted. Up until now you had to add the item to the shopping cart in order to edit them and then switch back and forth between the cart and the order center to continue the ordering process.

The new Order Center allows you to edit these fields right in the Gridline View.

The Gridline View can now contain editable fields. Just like in the Cart, you can mark fields as editable (not read only):

The Gridline View on the app will allow editing of all fields not marked read only.

Pepperi Rule Engine can now be used within the Order Center, without having to transfer back and forth between the Cart. Fields in the configuration can evaluate rules real time and off line. For example, automatically set quantities based on target stock, automatically set discounts based on Transaction Type and quantity ordered.

Improved Smart Search by any field

Smart Search in the Order Center now allows filtering items by all item fields, in addition to the 8 Item Properties enabled up until now. Smart Search is configurable per Transaction Type.

Search for items by:

Last Order Quantity

Delivery Date

Minimum or Case quantity

Item Discount

Any other field or custom field

Smart Search is configured per Transaction Type under the Views and Forms -> Smart Search forms. Add the fields you wish to enable for Smart Search, sort their order and edit their titles if needed.

What if I’m not yet using the new Order Center?

If users don’t use the new Order Center, the old Order Center configuration settings will be in effect for all Transaction Types (taken from Settings -> Items).